Brick by brick - constructing a resilient global balanced portfolio starts from the bottom up | EP25

Art of Boring
09/01/2019 19 min Episodio 25
Brick by brick - constructing a resilient global balanced portfolio starts from the bottom up | EP25

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Episode Synopsis

CIO, Paul Moroz, walks listeners through the reasons why going global is optimal in today’s environment. He discusses the paradigm shift from a closed world to globalization, how home bias is often a pure investing error, and how assessing stocks on a “brick by brick” basis may be better than pulling on a country “lever” in balanced portfolios.

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